Tag: Microsoft Office

I recently got a new laptop at work which meant getting all applications installed. Previously I’d had Microsoft Office 2016 installed; on the new laptop I got Microsoft Office 365 which came with AutoSave enabled by default in all of the applications, such as Excel and Word, for files opened from SharePoint Online:

I’m currently setting up a new laptop and re-creating all of the shortcuts I am used to having, which includes shortcuts not only for Outlook itself, but also for the types of items. For example, I want to use the Run window and type EMAIL and have a new email window open.

Creating the shortcuts is straight forward, but you need to know the command line parameters:

This post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

Before starting to install SmartConnect, the following requirements should be checked to ensure compatibility; if procureing new servers or software, I’d generally advise to aim for the top of the requirements to ensure greatest longevity.

I’m not very good with Microsoft Excel. People often think that I am becuae I can concatenate data and write if statements and other formula, but, beyond this, my knowledge is very shallow.

There are things that I know you must be able to do, but have no idea how. As such, I often default to loading data into SQL Server to manipluate. When dealng with large quantities of data, I think this is still the best thing to do, but for smaller datasets, using Excel makes more sense.

There may be a number of other posts, covering fairly simple functionality in Microsoft Excel, that I post in future as reminders for myself.

The first of these Excel tips, is identifying unique data. In Excel this is actually quite simple (once you know how).

If I wanted to identify how many unique vendor ids I had in a dataset, I can do this in only a small number of steps.

Select the columns containing the data I want to search; in this case, the Vendor ID and Vendor Name columns. Select the DataSort & Filter section, click Advanced:

In this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Over the last couple of posts, I’ve shown how data can be merged into the macro template using either mail merge or a SQL script. This post is going to show the final method I use for merging data into the macro template, which is to use an Excel formula.

I am using an Excel spreadsheet with two columns, USERID and PASSWORD. I am going to add a third column to the spreadsheet to hold the formula containing the macro.

As of Microsoft Dynamics GP 2010, Word Templates were introduced as an alternative to the standard reports. The Word templates offer an easier way to format the documents produced from Dynamics GP, such as sales invoices and check remittances. When a new field needs to be added to a Word template, it first needs to be added in Report Writer and then the Word template modified.

To add the field in Word, the Microsoft Dynamics GP Add-in for Microsoft Word needs to be installed. To install it, launch the setup.exe from the download media and select Microsoft Dynamics GP Add-in for Microsoft Word:

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